Symphony Financial, Ltd. Co.
HOUSTON TX · SEC CIK 0001800687
$7.55亿2026Q1 申报市值
315持仓数
30.1%前十大占比 · 第一大 5.0%
45 / 14新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AVEM 加仓+$963.58万
AVDE 加仓+$655.12万
PULS 加仓+$404.55万
IYE 新建仓+$260.13万
ABBV 加仓+$210.40万
2026Q1 卖出最多 按季末市值估算
SPTM 减仓-$861.44万
SPMD 减仓-$403.13万
HYD 减仓-$374.02万
SPY 减仓-$317.31万
IWM 减仓-$285.37万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MO | ALTRIA GROUP INC | $566.25万 | 0.75% | 85,255 | -294 | -0.3% | -$1.95万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $568.12万 | 0.75% | 113,984 | 3,056 | 2.8% | $15.23万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $575.80万 | 0.76% | 329,534 | 13,273 | 4.2% | $23.19万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $576.23万 | 0.76% | 128,739 | 916 | 0.7% | $4.10万 | 加仓 |
| LLY | ELI LILLY & CO | $579.27万 | 0.77% | 6,343 | 340 | 5.7% | $31.05万 | 加仓 |
| V | VISA INC | $625.29万 | 0.83% | 20,886 | 4,708 | 29.1% | $140.95万 | 加仓 |
| QUAL | ISHARES TR | $635.46万 | 0.84% | 33,398 | -2,143 | -6.0% | -$40.77万 | 减仓 |
| TSLA | TESLA INC | $655.56万 | 0.87% | 17,903 | 390 | 2.2% | $14.28万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $658.47万 | 0.87% | 70,929 | 2,387 | 3.5% | $22.16万 | 加仓 |
| WMT | WALMART INC | $658.80万 | 0.87% | 53,379 | 13,189 | 32.8% | $162.78万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $662.97万 | 0.88% | 70,741 | 2,642 | 3.9% | $24.76万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $682.17万 | 0.90% | 14,331 | 2,529 | 21.4% | $120.38万 | 加仓 |
| IUSV | ISHARES TR | $757.43万 | 1.00% | 74,408 | -4,632 | -5.9% | -$47.15万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $758.86万 | 1.01% | 26,197 | 2,151 | 8.9% | $62.31万 | 加仓 |
| GOOG | ALPHABET INC | $866.71万 | 1.15% | 30,813 | 456 | 1.5% | $12.83万 | 加仓 |
| ANGL | VANECK ETF TRUST | $873.74万 | 1.16% | 305,273 | 8,157 | 2.7% | $23.35万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $909.65万 | 1.20% | 179,802 | 26,411 | 17.2% | $133.62万 | 加仓 |
| IGF | ISHARES TR | $969.46万 | 1.28% | 145,790 | 6,905 | 5.0% | $45.92万 | 加仓 |
| IEFA | ISHARES TR | $989.28万 | 1.31% | 110,155 | 19,695 | 21.8% | $176.88万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,012.89万 | 1.34% | 41,665 | 1,878 | 4.7% | $45.65万 | 加仓 |
| AVGO | BROADCOM INC | $1,027.46万 | 1.36% | 33,977 | 1,336 | 4.1% | $40.40万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,068.51万 | 1.42% | 144,255 | 6,960 | 5.1% | $51.55万 | 加仓 |
| IVV | ISHARES TR | $1,116.54万 | 1.48% | 17,227 | 450 | 2.7% | $29.17万 | 加仓 |
| IWM | ISHARES TR | $1,131.19万 | 1.50% | 46,240 | -11,665 | -20.1% | -$285.37万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,154.46万 | 1.53% | 36,080 | -5,484 | -13.2% | -$175.47万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,208.10万 | 1.60% | 18,656 | -4,900 | -20.8% | -$317.31万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,223.05万 | 1.62% | 155,627 | 122,610 | 371.4% | $963.58万 | 加仓 |
| GOOGL | ALPHABET INC | $1,249.20万 | 1.65% | 44,209 | 4,386 | 11.0% | $123.93万 | 加仓 |
| — | EXXON MOBIL CORP | $1,272.55万 | 1.69% | 73,656 | 1,960 | 2.7% | $33.86万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,456.90万 | 1.93% | 132,821 | 1,833 | 1.4% | $20.11万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $1,555.11万 | 2.06% | 277,581 | 11,152 | 4.2% | $62.48万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $1,593.79万 | 2.11% | 475,943 | 24,786 | 5.5% | $83.00万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,677.09万 | 2.22% | 45,978 | 2,485 | 5.7% | $90.64万 | 加仓 |
| GLD | SPDR GOLD TR | $1,700.38万 | 2.25% | 40,140 | -887 | -2.2% | -$37.57万 | 减仓 |
| AMZN | AMAZON COM INC | $1,720.19万 | 2.28% | 83,383 | 5,461 | 7.0% | $112.66万 | 加仓 |
| AAPL | APPLE INC | $1,932.24万 | 2.56% | 77,587 | 3,278 | 4.4% | $81.64万 | 加仓 |
| PULS | PGIM ETF TR | $2,039.47万 | 2.70% | 411,953 | 81,716 | 24.7% | $404.55万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $2,547.91万 | 3.37% | 305,877 | 78,647 | 34.6% | $655.12万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $2,645.16万 | 3.50% | 274,823 | -4,470 | -1.6% | -$43.02万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,124.11万 | 4.14% | 183,023 | 3,829 | 2.1% | $65.36万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $3,750.67万 | 4.97% | 481,279 | -110,538 | -18.7% | -$861.44万 | 减仓 |